Wedmont Private Capital More: the full row for Wedmont Private Capital 5,824,638 $407M 9.73% +552,116 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,071,099 $287M 2.03% +554,664 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,575,255 $182M 2.76% +20,744 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,212,542 $156M 6.28% -561,481 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,607,247 $113M 1.43% -110,467 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,482,965 $105M 2.76% -41,130 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,176,580 $83.1M 6.86% +86,572 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,148,916 $81.1M 4.48% +21,782 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 1,057,699 $74.7M 5.38% +35,605 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 862,689 $60.9M 4.81% -1,045 13F-HR Timeline Trust Co More: the full row for Trust Co 803,966 $56.8M 4.94% +7,625 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 798,473 $56.4M 12.08% +6,353 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 743,918 $52.5M 7.64% -456 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 696,154 $49.2M 21.09% +35,778 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 649,613 $45.9M 3.46% +3,504 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 643,764 $45.5M 19.42% -134,012 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 626,462 $44.2M 7.16% +11,551 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 598,587 $42.3M 0.89% +20,145 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 565,376 $39.9M 1.11% -9,912 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 516,490 $36.5M 2.57% +10,017 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 486,271 $34.3M 9.26% -4,097 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 474,485 $33.5M 0.84% -2,147 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 399,440 $28.2M 0.77% +188,872 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 374,265 $26.4M 7.97% +568 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 360,296 $25.4M 10.21% +14,439 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 351,516 $24.8M 11.31% +1,163 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 337,792 $23.9M 2.22% +10,474 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 334,906 $23.6M 14.11% +2,925 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 328,777 $23.2M 10.67% +83 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 321,626 $22.7M 12.09% +1,649 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 313,945 $22.2M 11.18% +2,700 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 299,043 $21.1M 0.61% +2,965 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 285,552 $20.2M 8.09% +13,621 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 268,475 $19M 2.35% -418 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 256,008 $18.1M 7.02% +5,444 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 247,003 $17.4M 2.49% -199 13F-HR Timeline Kaydan Wealth Management, Inc. 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More: the full row for First Heartland Consultants, Inc. 188,796 $13.3M 0.89% -6,010 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 188,593 $13.3M 3.95% +156 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 184,403 $13M 1.29% +2,697 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 156,500 $11.1M 2.24% -605 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 152,923 $10.8M 3.23% -1,779 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 151,998 $10.7M 1.92% -1,829 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 137,704 $9.72M 3.72% -3,335 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 135,769 $9.65M 4.17% +6,443 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 134,015 $9.46M 3.64% +29,883 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 126,007 $8.9M 2.37% +2,339 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 123,832 $8.74M 2.23% -1,708 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 123,415 $8.72M 0.97% +339 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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More: the full row for Whitaker-Myers Wealth Managers, LTD. 91,127 $6.43M 1.05% -17,734 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 82,628 $5.83M 1.5% -4,388 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 80,171 $5.66M 0.66% -2,871 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 74,246 $5.24M 1.22% -747 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 73,491 $5.19M 0.14% +16,627 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 72,554 $5.12M 3.34% +2,425 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 70,764 $5M 0.55% +21,916 13F-HR Timeline CAMELOT TECHNOLOGY ADVISORS, INC. 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More: the full row for Prosperity Planning, Inc. 23,678 $1.67M 0.37% -105 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 22,346 $1.58M 0.3% +1,011 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 21,735 $1.53M 0.91% +48 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 21,109 $1.49M 0.35% +2,724 13F-HR Timeline MKD WEALTH COACHES, LLC More: the full row for MKD WEALTH COACHES, LLC 20,609 $1.46M 1.2% +3,070 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 20,263 $1.43M 0.34% +266 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. 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More: the full row for Atlas Brown,Inc. 9,532 $673K 0.18% +410 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,633 $610K 0.04% +1,117 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 8,500 $600K 0.11% +640 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,247 $582K 0.25% +182 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 7,839 $553K 0.17% +9 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,705 $544K 0.09% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 7,693 $543K 0.09% 0 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 7,629 $543K 0.08% +186 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 7,483 $528K 0.45% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 7,288 $515K 0.23% new 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 6,376 $450K 0.1% +3,382 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 6,340 $448K 0.25% -5,880 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 6,076 $429K 0.16% new 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 6,057 $428K 0.22% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,931 $419K 0.04% +136 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 5,878 $415K 0.21% +36 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 5,780 $408K 0.04% +1,148 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 5,740 $405K 0.12% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5,737 $405K 0.06% -621 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 5,545 $394K 0.07% -140 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,580 $394K 0.06% -511 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 5,458 $385K 0.26% new 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 5,387 $380K 0.35% -200 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,322 $376K 0.03% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 5,306 $375K 0.24% +192 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 5,125 $362K 0.24% +125 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,648 $328K 0.07% +5 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 4,496 $317K 0.09% 0 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,366 $308K 0.11% +844 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 4,253 $300K 0.08% -3,634 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 4,003 $283K 0.11% 0 13F-HR Timeline Bill Few Associates, Inc. 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More: the full row for Pacifica Partners Inc. 3,806 $267K 0.08% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,689 $260K 0.06% -130 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,619 $256K 0.12% -448 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 3,606 $255K 0.04% +7 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 3,499 $247K 0.02% -1,799 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,091 $218K 0.03% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,040 $215K 0.02% 0 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 3,031 $214K 0.04% 0 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 2,951 $210K 0.06% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,847 $201K 0.04% -608 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 2,845 $201K 0.04% -8 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,635 $185K 0.08% +945 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,607 $184K 0.02% +1 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 2,458 $174K 0.04% -522 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,708 $121K 0.05% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 1,563 $110K 0.02% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,161 $82K 0.24% 0 13F-HR Timeline NORTH POINT PORTFOLIO MANAGERS CORP/OH More: the full row for NORTH POINT PORTFOLIO MANAGERS CORP/OH 1,000 $70.6K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 982 $69.3K <0.01% +358 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 971 $68.6K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 934 $66K 0.04% +70 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 866 $61.2K 0.05% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 717 $50.6K 0.01% -25 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 693 $48.9K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 675 $47.7K 0.03% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 521 $36.8K 0.01% 0 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 265 $18.7K 0.02% 0 13F-HR Timeline Polaris Financial Partners More: the full row for Polaris Financial Partners 166 $12K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 100 $7.02K <0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 48 $3.39K <0.01% 0 13F-HR Timeline